Carl Marks Advisors, a leading consulting and investment banking advisory firm to middle market companies, announced the promotions of Charles Boguslaski as Partner, David Endo and Jeff Pielusko both as Vice President.
“We are pleased to offer these three individuals promotions in recognition of outstanding contributions they have made both to our practice and, importantly, in support of our clients,” said Duff Meyercord, partner at Carl Marks Advisors. “We congratulate David and Jeff on their accomplishments, and are proud to have Chuck join the ranks of Partners at Carl Marks Advisors, as we get ready for a busy 2016.”
Charles Boguslaski has more than 17 years of investment banking and financial restructuring experience. He has received several industry recognitions for his ability to execute complex transactions and bring creative solutions to clients. Boguslaski has advised on mergers and acquisitions, capital raises and financial restructuring assignments (including §363 sales and internal reorganizations) across a number of industries, including energy, healthcare, consumer products, transportation, hospitality, retail, shipping and manufacturing. He is a board member of Serim Research, a dry reagent technology diagnostic company and is registered with FINRA as a General Securities Representative.
David Endo has more than six years of experience providing research and execution services for various investment banking and financial advisory assignments, including mergers and acquisitions, debt and equity capital raises, secured and unsecured lenders, and creditors across the capital structure. Endo has advised on numerous financial restructurings (including §363 sales and internal reorganizations) capital raises, and mergers and acquisitions assignments across a wide range of industries that include energy, healthcare, manufacturing, building materials, and consumer products. Additionally, he is registered with FINRA as a General Securities Representative.
Jeffrey Pielusko brings seven years of financial services experience including expertise in strategy, planning and working capital management. Pielusko works closely with company owners, management teams, boards of directors, private equity groups, lenders and investors on engagements spanning bankruptcies, workouts, loan restructurings, due diligence, strategic planning and mergers and acquisitions. His experience providing financial advisory services comprise of a vast range of industries including food distribution, staffing, manufacturing, energy, logistics and healthcare. Pielusko is also registered with FINRA as a General Securities Representative.
Carl Marks Advisors was recently recognized as an Outstanding Turnaround Firm for exceptional restructuring and advisory expertise it has brought to 2015 transactions within the energy, consumer/retail, grocery, and regional/community banking sectors. This title was awarded to them by Turnarounds & Workouts' latest Special Report (November) that honors the top 12 Outstanding Turnaround Firms for 2015.
Carl Marks Advisory Group LLC (Carl Marks Advisors), a New York-based consulting and investment banking advisory firm serving middle-market companies, provides an array of investment banking and operational services, including mergers and acquisitions advice, sourcing of capital, financial restructuring plans, strategic business assessments, improvement plans and interim management.